Tax Preparation Freelance Jobs

Leeway Tax Solutions seeks a highly motivated and experienced Tax Lead Callback Specialist to follow up with leads, answer questions, and close prospects for our tax preparation services. This role is critical in helping our team convert warm leads into satisfied clients during the busy tax season.

Key Responsibilities:

Call Back Leads: Follow up with leads who have inquired about our tax preparation services.

Engage and Build Trust: Answer questions, address concerns, and build rapport with potential clients.

Close the Sale: Confidently explain our services, pricing, and value proposition to encourage prospects to complete their tax intake forms and engage our services.

Schedule Follow-Ups: For leads that need more time or information, schedule callbacks or follow-up emails.

Data Management: Log call notes and update lead statuses in our CRM system.

Collaborate with the Team: Communicate with the internal team on client needs or escalations.

Required Qualifications:
Fluent English: Exceptional verbal communication skills and ability to connect with clients from diverse backgrounds.

Tax Knowledge: Basic understanding of U.S. tax preparation processes, terminology, and common client questions.

Sales Experience: Proven ability to close sales or convert warm leads into clients.

Call Handling: Experience making callbacks for clients, ideally in the tax, finance, or accounting industry.

Access to Call Internationally: Must have the capability to make calls from outside the U.S. to U.S.-based clients.

CRM Experience: Familiarity with CRM tools for logging calls and managing lead data.

Skills: Customer Service, Data Entry, Email Communication, Communications, Administrative Support

I am seeking a highly experienced and CPA-licensed tax professional to prepare and file IRS Form 990 for two inactive non-profit organizations. These organizations were mistakenly created in Delaware and New Jersey and were never operational. Due to a change in business direction, these non-profits are now being dissolved. This project requires a deep understanding of non-profit tax regulations, specifically pertaining to inactive organizations.

Responsibilities:

Prepare and file IRS Form 990 for both inactive Delaware and New Jersey non-profit organizations.
This may involve filing Form 990-N (e-Postcard) due to the inactive status.

Research and determine the appropriate filing requirements for inactive non-profits in both states.
Ensure compliance with all applicable tax laws and regulations related to inactive non-profit entities.
Address any IRS inquiries or notices that may arise during the filing process.

Provide a clear and concise report summarizing the tax implications of filing Form 990 for inactive non-profits.

Maintain the highest level of confidentiality and data security throughout the engagement.

Qualifications:
Active CPA license in good standing.

Proven experience in preparing and filing IRS Form 990 for non-profit organizations.

In-depth knowledge of non-profit accounting and tax regulations, with a specific focus on inactive entities.


Project Deliverables:

- Completed IRS Form 990 (or Form 990-N) for each non-profit organization.
- Supporting documentation and work papers.
- A detailed report summarizing the tax implications and any specific filing requirements for inactive non-profits.

To Apply:
Please submit your resume, cover letter, and a brief description of your experience with non-profit tax preparation, specifically with inactive organizations. Please also include details on your CPA license and any relevant certifications.

Skills: Accounting, Tax Preparation, Intuit QuickBooks, Tax Return, Tax Law

We are seeking a knowledgeable and experienced tax representative to assist with VAT registration for a non-established taxable person in the UK. The ideal candidate will guide our limited company through the registration process, ensuring compliance with HMRC regulations. Your expertise will be crucial in facilitating a smooth registration and providing ongoing tax advice as needed. If you have a strong background in UK taxation, especially related to online selling, we would love to hear from you.

Skills: Tax Preparation, Accounting, Tax Law, Bookkeeping, Sales Tax, HMRC, Value-Added Tax, Goods & Services Tax

We are looking for several skilled accountants to assist with filing tax returns for residents of retirement homes. This role requires attention to detail, knowledge of tax regulations, and the ability to work with a diverse clientele. The work will be on an hourly basis, and you will be responsible for ensuring accuracy in tax filings, advising residents on tax-related inquiries, and maintaining confidentiality. If you are a reliable professional with experience in tax preparation, we would love to hear from you!

Skills: Tax Preparation, Accounting, Tax Return, Certified Tax Preparer, Bookkeeping

We are seeking a professional with experience in company acquisitions to assist us in purchasing a readymade company in the UK. The ideal candidate should have knowledge of the legal and financial aspects of company purchases, particularly one that has an active VAT registration and a bank account. Your expertise will be crucial in ensuring a smooth transaction and compliance with UK regulations.

Skills: Accounting, Tax Law, Bookkeeping, Tax Preparation, Financial Accounting

We are a company registered in Bulgaria. We will be importing goods in bulk to Hungary directly from China. We will store those goods in a fulfillment warehouse.

We will be accepting orders from Hungarian clients through our website. The fulfillment warehouse will then send the ordered goods to clients.

We need an accountant to register us for VAT in Hungary and to take care of our VAT accounting needs: VAT declarations etc.

The accountant will need to make sure that all declarations are precise, including subtracting amounts for orders which were returned / refunded.

Please share your pricing in your application.

Skills: Accounting, Financial Accounting, Tax Preparation, Bookkeeping, Tax Law, Tax Return, Finance & Accounting

We are seeking an experienced tax return reviewer who can meticulously analyze both individual and business tax returns. The ideal candidate will possess a strong understanding of tax laws and regulations, ensuring compliance and accuracy in filings. Your expertise will help identify potential deductions and credits, while also confirming all necessary documentation is in order. We require someone who is detail-oriented and can provide clear feedback to enhance our tax processes.

You will compare last years returns and new additions to this year to confirm all is accounted and recorded correctly. You will be expected to review and enter/correct data entry issues concerning K1's, sales of assets, 1099's. Assistance will be provided on the high level tax situations such as 1031 exchanges and cost segregation forms. You will also be expected to correct red flags or error messages on the tax software and printing pdf files of the final copies of the returns

Our firm currently uses Drake Tax for the tax prep; Asana for project management, Grabsign for e-filing and a mix of one drive and securefirmportal for data storage.

We expect the hours to be between 10 and 20 per week on a given week during busy season. For the right candidate, it may turn into a full-time remote role over the next 2 or 3 years.

Skills: Tax Preparation, Accounting, CPA, Bookkeeping, Tax Law

I need someone who can prepare tax returns for two businesses and a married couple. Details are below:

Nova Solar Tax Return
An S-Corp that works in DC, MD, and VA
All record keeping is done on Quickbooks
Little Lotus LLC Return
This is a basic, single-income source LLC (my wife's company
requires all their workers to create one)
Personal return
Married, filing jointly
Income
Allyson Estes Nova Solar Salary
Barklie Estes Nova Solar Salary
Little Lotus Income
Nova Solar Income
Expenses
Standard deduction historically

Skills: CPA, Tax Preparation, Accounting, QuickBooks Online, Intuit QuickBooks

We are seeking an experienced tax professional to assist in the preparation and filing of IRS forms 940, 941, and W2 for our company. The ideal candidate will have a solid understanding of payroll processes and tax regulations. You will be responsible for ensuring compliance and accuracy in all filed forms. Please provide examples of your previous work with these forms. Attention to detail and knowledge of current tax laws are crucial for this role.

Skills: Tax Return, Tax Preparation, Certified Tax Preparer, Tax Law, Accounting Principles & Practices

We are seeking an experienced senior accountant to assist with various accounting tasks for our clients. The ideal candidate will have a strong background in financial reporting, tax preparation, and compliance. Your role will involve reviewing financial statements, ensuring accuracy, and providing actionable insights to clients. If you thrive in a fast-paced environment and have a passion for helping businesses succeed financially, we would love to hear from you.

Skills: Accounting, Account Reconciliation, Balance Sheet, Bank Reconciliation, General Ledger

we moved from QB to Freshbooks and I need someone who can get the company set so reporting is easy

Skills: Bookkeeping, Accounting Basics, Accounting Software, Tax Preparation

Seeking a certified accountant to assist with preparing and issuing T4 forms. Must have experience with payroll compliance and Canadian tax regulations. Please reach out with your credentials and availability. This needs to be complete within 24 hours

Skills: Intuit QuickBooks, Bank Reconciliation, Bookkeeping, Balance Sheet, Tax Preparation, Accounting

Crypto Wallet restoring
Communication to an online webpage

Skills: Tax Preparation, Data Extraction, Intuit QuickBooks, Blockchain, Microsoft Excel, Cryptocurrency, Expense Reporting, Financial Analysis, Financial Audit, PDF Conversion, Bookkeeping, In-App Support, Ethereum

I am seeking an experienced tax professional to help me with my individual tax preparation. Specifically, I need assistance in managing my deductions and credits, as well as processing my VAT refund in Greece.

Ideal Skills and Experience:
- licensed accountant in Greece.
- Expertise in individual tax preparation.
- Experience in managing deductions and credits.
- Familiarity with VAT refund processes.
- Excellent attention to detail.
- Strong communication skills.

Skills: Accounting, Finance, Intuit QuickBooks, Tax

We are looking for experienced and reliable Certified Public Accountants (CPA) and Business Lawyers to expand our professional network and provide top-notch referrals for our clients.

Requirements:
- Licensed CPA or Business Lawyer in USA.
- Proven track record of helping businesses with accounting, tax preparation, business law, contracts, and compliance.

This is an excellent opportunity to grow your client base while partnering with a reputable firm. If you're interested, please provide your credentials, experience, and any relevant references.

Skills: Finance & Accounting, Business Services, Legal, Limited Liability Company, Corporate Law, Tax Law, Legal Consulting

We are seeking a licensed Certified Public Accountant (CPA) based in Ontario, Canada, with specialized experience in mergers and acquisitions as well as corporate tax. The ideal candidate will have a proven track record in advising organizations on complex financial transactions and tax strategies. You will be responsible for preparing detailed financial analyses and ensuring compliance with Canadian tax regulations. If you have a passion for finance and excellent problem-solving skills, we would love to hear from you.

Skills: CPA, Corporate Tax, Accounting, Tax Law, Tax Preparation, Tax Return, M&A

Job Description:
We are looking for an experienced Tax Preparer to assist with preparing and filing 1099 forms for our clients. The ideal candidate is detail-oriented, knowledgeable about tax regulations, and able to work efficiently to meet deadlines.

Responsibilities:

Prepare and file 1099 forms accurately and on time.
Ensure compliance with federal and state tax regulations.
Communicate with clients to gather necessary information.
Requirements:

Experience with preparing 1099 forms.
Knowledge of tax software and tax filing processes.
Strong attention to detail.

Skills: Tax Preparation, Financial Projection, Tax Return, Corporate Tax, Indirect Tax, Sales Tax, US Taxation, Bookkeeping, Tax Law Compliance, IRS Resolution, C-Corporation, Wave Accounting, QuickBooks Online, Financial Modeling, Certified Tax Preparer

We are a business consulting company working with small UAE free zone companies, primarily IFZA. We are looking for an experienced bookkeeper/accountant to help us offer reliable accounting services to our clients.

Responsibilities:
1. Manage and maintain financial records in Zoho Books (or other
2. Handle VAT registration, filing, and compliance
3. Prepare corporate tax reports and ensure compliance with UAE regulations
4. Support with financial reporting and account reconciliation

Requirements
1. Experience with Zoho Books and UAE VAT regulations
2. Familiarity with UAE Corporate Tax
3. Accounting certifications (e.g., CPA, ACCA) are a plus

This is a recurring project with potential for ongoing work based on client needs. Please share your experience, pricing structure, and availability when applying.

Skills: Tax Preparation, Accounting, Financial Accounting, Corporate Tax, Bookkeeping

I need a professional web developer with SEO expertise to create a comprehensive accountancy website with up to 30 pages. The primary aim of this site is to generate leads for my accountancy firm.

Key Tasks:
- Develop an engaging and user-friendly website that showcases our services: tax preparation, bookkeeping, and general accountancy.
- Integrate SEO best practices throughout the website.
- Perform keyword research to include 30 to 50 relevant keywords. The ability to suggest high-ranking keywords is essential.
- Create a mix of new and optimized content from the existing material provided.

Ideal Skills:
- Proven experience in web development, particularly for lead-generating sites.
- Strong SEO expertise with a track record of successful site optimizations.
- Proficiency in keyword research and content creation.
- Familiarity with accountancy services to accurately represent our offerings is a plus.

Skills: Internet Marketing, SEO, Link Building, Marketing

We are a small UK-based Limited Company seeking a detail-oriented and reliable Accountant or Accounts Assistant for a one-off opportunity to assist with the preparation of our accounts. Our accounting processes are managed using Excel, so proficiency in Excel is essential.

Responsibilities include:

Helping to prepare the past 4 years' accounts
Reconciling bank transactions to ensure they align with bank balances
Allocating and coding costs and transactions accurately
Preparing a Trial Balance
Reconciling Balance Sheet accounts - Opening and Closing Balances for each year
(Optional) Corporation Tax calculations, depending on your skills and experience
What We’re Looking For:

Experience in accounting or bookkeeping, particularly with UK accounting standards
Strong proficiency in Excel, including the ability to handle formulas and large datasets
Attention to detail and accuracy in financial work
Ability to work independently and meet deadlines
Familiarity with Corporation Tax (preferred but not essential)
If you have the skills and expertise to support us with this one-off project, we’d love to hear from you!

Skills: Bookkeeping, Account Reconciliation, Accounting, Tax Preparation

I am looking for an accountant experienced in preparing annual accounts for limited companies in The Republic of Ireland.

I am a contractor operating under a limited company in Ireland, the company also has another business activity in the hospitality sector on its third year.

I have all bookkeeping done in Xero, I will grant access to Xero so you can prepare everything based on that. The delivery will be the annual accounts that I can submit to CRO myself and the corporation tax calculations so I can submit them myself into Revenue.

This will be an ongoing work every year.

Skills: Xero, Accounting, Tax Preparation, Corporate Tax, Tax Return

We are looking for an accountant with familiarity with Indonesian law to engage on an hourly basis to perform the below tasks. We use Xero for our accounting software.

Compliance Services: Assisting in the preparation and filing of tax returns per Indonesian law, ensuring accuracy and adherence to deadlines for both monthly tax returns and annual tax returns.

Payroll Processing: To ensure timely and compliant disbursement to our employees.

Skills: Accounting, Account Reconciliation, Tax Preparation

We are seeking an experienced accountant to manage our monthly accounting needs for our firm located in Tbilisi, Georgia. The candidate will be responsible for filing the monthly tax report with the revenue services and handling 2-3 invoices each month. A strong understanding of local tax regulations and efficient reporting practices is essential. If you are detail-oriented and have experience in accounting within Georgia, we would love to hear from you.

Skills: Accounting, Bookkeeping, Tax Preparation, Financial Accounting, CPA

I am seeking a dedicated and detail-oriented professional to assist with bookkeeping tasks using QuickBooks Online. This role focuses on improving the organization and accuracy of my financial records while ensuring compliance with U.S. tax laws and accounting standards.

Scope of Work:

1. Expense Tracking:

Categorize and track business expenses, including office supplies, utilities and rent, travel, and entertainment.

Ensure accurate recording and allocation across various accounts.

2. Receipt Organization:

Assist with organizing, categorizing, and attaching receipts to relevant transactions.

Ensure all receipts are properly documented for tax and audit purposes.

3. Tax Compliance:

Ensure expense tracking aligns with U.S. tax laws and regulations.

Provide recommendations for best practices in bookkeeping for tax preparation.


Ideal Candidate Requirements:

Proven Expertise in QuickBooks Online, including advanced features for expense tracking and receipt management.

Knowledge of U.S. Tax Laws: Familiarity with IRS requirements for bookkeeping and expense categorization.

Strong Organizational Skills: Ability to maintain accurate and structured financial records.

Attention to Detail: Ensure proper categorization and reconciliation of all transactions.

Prior Experience: Working with small businesses or entrepreneurs on bookkeeping tasks.

Effective Communication: Collaborate effectively and provide regular updates on progress.


What You’ll Bring:

A proactive approach to identifying and resolving discrepancies.

The ability to streamline bookkeeping processes for efficiency and accuracy.

Expertise in aligning financial records with compliance standards for audits and taxes.

Your work will be instrumental in ensuring my financial records are accurate, well-organized, and fully compliant with tax regulations, making tax preparation and financial analysis seamless.

Duration: Ongoing
Rate: Negotiable based on experience

If this aligns with your expertise and experience, I look forward to discussing how you can contribute to this project. Let’s connect and simplify the bookkeeping process together!

Skills: Accounting, Intuit QuickBooks, Tax, MYOB, Bookkeeping

Job Description
Who We Are
We are a non-profit organization based in the United States. We submitted Form 1023 in June to apply for tax-exempt 501(c)(3) status and are currently awaiting approval. We also have a separate, affiliated organization in MENA. We want to ensure full compliance with IRS rules while we await the tax-exempt approval.

Project Scope
We need a CPA with proven experience in non-profit tax filings to help us fill out Form 990 (long form). This is a short project (1-week duration), and we need someone who can quickly understand our unique situation and guide us on the correct filing steps.

Key Details and Concerns
Management and Associated Organizations

We have a primary U.S. organization and a twin organization in MENA (not a branch).
We use the U.S. organization’s bank account to receive and transfer funds for both entities, but we keep separate records.
Financial Accounts

All funds in the U.S. account are advance payments dedicated to development projects in MENA.
We have one active project under the U.S. organization, implemented in partnership with another U.S.-based org. Most other projects are through the MENA organization.
Funds Declaration

We want to know how to properly declare these funds on Form 990, especially if they are designated for projects outside the U.S.
We also want to confirm if there is a minimum amount for declaration or if all funds should be reported.
Projects Signed Under the U.S. vs. MENA Organization

Since only one project is signed under the U.S. organization, we want to ensure correct and separate reporting.
We need clarity on whether projects under the MENA entity are exempt from U.S. tax obligations and how to reflect them, if at all.
Interim Period

While waiting for 501(c)(3) approval, we want to ensure we meet any filing requirements or obligations for this period.
Documentation for Designated Funds

We need advice on documenting funds allocated for MENA so that it’s clear they are not used inside the U.S.
We want to confirm if official documentation is required to prove these funds are exclusively for development work abroad.
Request for Clarification

We want a comprehensive overview of any additional steps or documents needed to maintain compliance now and after we (hopefully) receive tax-exempt approval.
Your Role
Review our Financials: Examine our current financial statements, bank records, and any existing documentation.
Guide on Form 990: Advise us on which schedules we need (e.g., Schedule F for foreign activities) and the best way to report our U.S. and MENA activities.
Ensure Compliance: Help us meet IRS requirements during the interim period and set up a clear path for future compliance.
Qualifications
Certified Public Accountant (CPA) with experience in non-profit (501(c)(3)) tax filings.
Knowledge of reporting foreign activities (Schedule F) in Form 990.
Familiarity with organizations that have both domestic and international operations preferred.
Ability to explain complex tax concepts in clear, basic terms.
Project Timeline
We need this completed within one week of project start.
Please be prepared to respond to questions promptly and provide drafts for review.
Deliverables
A completed IRS Form 990 (long form) with all necessary schedules, ready for submission.
A brief advisory document summarizing how to maintain compliance going forward (especially regarding funds designated for MENA projects).
How to Apply
Briefly summarize your experience with Form 990 for non-profits.
Mention if you have handled organizations with foreign operations or multiple entities.
Provide your estimated fee or hourly rate, and confirm your availability to complete within one week.
Thank you for your interest. We look forward to collaborating with a qualified CPA who can help us confidently file our Form 990 and clarify our obligations during this interim period!

Skills: CPA, Tax Preparation, Certified Tax Preparer, Tax Law, Financial Accounting

We are seeking an experienced tax professional to assist with the preparation and submission of tax returns for a partnership company, as well as self-assessment returns for two individuals. The ideal candidate will have a strong understanding of partnership taxation and self-assessment processes. Attention to detail, timely execution, and the ability to work within deadlines are crucial. If you have experience in preparing tax documents and navigating complex tax regulations, we would love to hear from you.

Skills: Tax Preparation, Tax Return, Accounting, Tax Law, Certified Tax Preparer

I am seeking an experienced tax professional to assist with my tax preparation for the upcoming filing season. The ideal candidate will help me understand tax deductions, ensure compliance with tax laws, and prepare necessary documentation. If you have a strong background in tax preparation and can provide advice on optimizing my tax situation, I would love to hear from you. Please share your experience and approach to handling personal taxes.

Skills: Tax Return, Certified Tax Preparer, Tax Preparation, Accounting, Tax Law

We are seeking a knowledgeable tax professional to assist with managing the tax obligations of our LLC based in the USA. The ideal candidate will have experience in navigating state tax regulations and compliance. Responsibilities include preparing tax documents, advising on tax strategies, and ensuring timely filings. Your expertise will help us optimize our tax position while maintaining compliance with state laws. If you have a strong background in LLC tax management and are detail-oriented, we want to hear from you!

Skills: Accounting, Tax Preparation, Tax Law, Bookkeeping, CPA

Seeking an expert tax strategist to optimize 2023 tax filings for individuals and businesses. Focused on maximizing deductions, minimizing liabilities, and ensuring full compliance with federal and state tax regulations. Must have deep expertise in tax planning, credits, and financial strategies to help clients retain more of their earnings.

Skills: Tax Preparation, Tax Law, Tax Planning & Advisory, Accounting, Tax Preparation Software, Communication Skills, Tax Return, Finance & Accounting

I need to change this logo to look the same, but have the colors changed to match my website that is being currently designed. The colors that are being used on my website are...

#0B6DAE
#45A3E2
#4B4F58
#F3F9FB

This is the current website design for reference - https://jeni.georgia.a2hosted.com/
I need several different formats sent over so I can get 4-color printing done and use for any number of situations including adding to papers that will need a clear background. I would prefer a clear background for all the logos.

If you have to remake the entire logo to do the job, please take that into consideration with your quote.

I will need to have several tags made for the company name to be inserted separately with the tagline.. Bookkeeping and Tax Preparation. The tags I will need are... Business name only, Bookkeeping and Tax.

I need to have the following formatted for art as well... Business card, Email signature, Business Stationery.

I look forward to working with you.

Jeni

Skills: Adobe Illustrator, Adobe Photoshop